WT
CBI

Whittier Trust’s Chicago Bridge & Iron Nv CBI Stock Holding History

Whittier Trust’s Portfolio CBI Stock Details CBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3
Closed – – 1371
2018
Q1 		$0 Hold
3
– – ﹤0.01% 1370
2017
Q4 		$0 Hold
3
– – ﹤0.01% 1388
2017
Q3 		$0 Hold
3
– – ﹤0.01% 1369
2017
Q2 		$0 Hold
3
– – ﹤0.01% 1376
2017
Q1 		$0 Hold
3
– – ﹤0.01% 1405
2016
Q4 		$0 Hold
3
– – ﹤0.01% 1249
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1226
2016
Q2 		$0 Hold
3
– – ﹤0.01% 1231
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1244
2015
Q4 		$0 Hold
3
– – ﹤0.01% 1264
2015
Q3 		$0 Sell
3
-209
-99% -$9.67K ﹤0.01% 1252
2015
Q2 		$11K Hold
212
– – ﹤0.01% 1007
2015
Q1 		$10K Buy
212
+209
+6,967% +$8.79K ﹤0.01% 1025
2014
Q4 		$0 Sell
3
-175
-98% -$8.63K ﹤0.01% 1109
2014
Q3 		$10K Hold
178
– – ﹤0.01% 861
2014
Q2 		$12K Hold
178
– – ﹤0.01% 844
2014
Q1 		$16K Hold
178
– – ﹤0.01% 828
2013
Q4 		$15K Hold
178
– – ﹤0.01% 846
2013
Q3 		$12K Hold
178
– – ﹤0.01% 877
2013
Q2 		$11K Buy
+178
New +$10.3K ﹤0.01% 877

Other funds holding CBI

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Whittier Trust's CBI Position: Q2 2018 in Review

Whittier Trust sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 3 shares.

Whittier Trust first reported a position in CBI in Q2 2013 and held it in 20 quarters. The position peaked at $16K in Q1 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • Whittier Trust reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • Whittier Trust sold 3 Chicago Bridge & Iron Nv shares in Q2 2018.
  • Whittier Trust first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 20 quarters.
  • Whittier Trust's Chicago Bridge & Iron Nv position peaked at $16K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Whittier Trust's 13F filing for Q2 2018, filed 20 Jul 2018.